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From Maine to California, high-net-worth individuals and institutions choose
Tom Moran to manage their portfolios. Isn’t it great to know he’s right in your backyard?
Thomas M. Moran AIF
T h o m a s M . M o r a n A I F ® ® Forbes Best in State Wealth Advisor #1 in South Florida for 2020-2022
Chairman | CEO | CIO
C h a i r m a n | C E O | C I O
Barron’s Top 100 #1 Advisor in SW Florida for the past ten years
Barron’s Top 1200 #1 Advisor in Naples for the past ten years
Barron’s Top 100 Independent Advisors the only Advisor ranked in SW Florida 2019-2022
Put Tom’s award-winning expertise to work for you.
Put Tom’s
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5801 Pelican Bay Boulevard
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Suite 110
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Naples, FL 34108
Naples, FL 34108
239.920.4440 • MoranWM.com239.920.4440 • MoranWM.com
Forbes Best in State Wealth Advisor: Ranking algorithm based on industry experience, interviews, compliance records,
assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation
from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
RESPONSIBLE FOR OVER Barron’s Top 1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisorsrankings are based on data
provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for
4 BILLION DOLLARS the firm, regulatory record, length of service, quality of practice and client retention. To be named a Barron’s Hall of Fame
Advisor the advisor has to have been named by Barron’s for the last ten years consecutively in any of their rankings. In Tom
Moran’s case from 2010-2022 he was named to Barron’s Top 100 Financial Advisors ranking.
IN CLIENT ASSETS AS OF 11/30/2022 Moran Wealth Management , LLC is a registered investment adviser. For additional information about Moran Wealth
®
Management , LLC, including its services and fees, request the firm’s disclosure brochure using the contact information
®
above or visit advisorinfo.sec.gov
Moran Wealth Management is a separate entity and not affiliated with any other entity or practice that uses the same name.
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